+41.4%
ARES vs HTZ
-82.6%
+123.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.4% | +8.6% | +0.9% |
| 7D | +4.5% | -14.6% | +19.1% | +5.7% |
| 30D | +15.7% | -20.8% | +36.5% | +17.6% |
| 3M | -2.0% | -18.8% | +16.8% | -1.3% |
| 6M | +10.4% | -74.7% | +85.1% | +21.3% |
| YTD | -14.2% | -68.1% | +53.9% | -8.1% |
| 1Y | -7.8% | -73.5% | +65.7% | 0.0% |
| 3Y | +41.4% | -81.8% | +123.2% | +47.9% |
| All | +41.4% | -82.6% | +123.9% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling